WestPoint leads the industry in financial professional service with a support staff of over 70 individuals in 6 states. Our team has hundreds of combined years of experience in operations, marketing, new business processing, technology, client data management and more.
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Indianapolis, IN
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Tracey Allen
Chief of Selection & DevelopentIndianapolis, INtraceyallen@financialguide.com -
Daniel Baldwin
Director of Financial PlanningIndianapolis, INdanielbaldwin@financialguide.com -
Linda Bishop
Technology & Training OperationsIndianapolis, INlbishop@financialguide.com -
David Brennan
Chief Investment OfficerIndianapolis, INdavidbrennan@financialguide.com -
Steve Brown
Agency Supervisory OfficerIndianapolis, INstevenbrown@financialguide.com -
Amanda Bruckelmeyer
Chief Recruiting OfficerIndianapolis, INabruckelmeyer@financialguide.com -
Traci Cawi
Marketing Project ManagerIndianapolis, INtcawi@financialguide.com -
Alexandra Cooper
Executive Coordinator to the Managing PartnerIndianapolis, INacooper@financialguide.com -
Danielle Couture
Financial Planning SpecialistIndianapolis, INdcouture@financialguide.com -
Maddie Deem
Event PlannerIndianapolis, INmdeem@financialguide.com -
Connie Feldman
Agency Technology SpecialistIndianapolis, INcjfeldman@financialguide.com -
Melanie Harris
Indianapolis Office ManagerIndianapolis, INmelanieharris@financialguide.com -
Michael Hutchison
Chief Financial OfficerIndianapolis, INmhutchison@financialguide.com -
Jill McRoberts
Special Events ManagerIndianapolis, INjmcroberts@financialguide.com -
Nikki Pulfer
Chief Marketing OfficerIndianapolis, INnpulfer@financialguide.com -
Onda Shambaugh
New Business CoordinatorIndianapolis, INoshambaugh@financialguide.com -
Marianne Speer
Partner & Chief of OperationsIndianapolis, INmspeer@financialguide.com -
Jessica Teagardin
Director of New BusinessIndianapolis, INJessicaTeagardin@financialguide.com -
Mike Terry
Agency Supervisory OfficerIndianapolis, INmaterry@financialguide.com -
Kyle Truex
Leads Manager & Practice Development SpecialistIndianapolis, INktruex@financialguide.com -
Cindy VanAusdal
New Business CoordinatorIndianapolis, INcvanausdal@financialguide.com -
Cassandra Young
Accounting CoordinatorIndianapolis, INcassandraaustin@financialguide.com
